Defined Benefit (Pension) · DOL Form 5500 · 2022

Rose Associates, Inc. Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
28
Participants Small participant base
81st
Percentile by assets National rank
$949,537
Avg per participant High balance/head
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Official DOL plan name: Rose Associates, Inc. Pension Trust · Sponsored by Rose Associates, Inc. · New York · Real Estate

$27M in assets, 28 participants

Rose Associates, Inc.'s Rose Associates, Inc. Pension Trust reported $27M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,632 in Real Estate (5,057 peers)

Where Rose Associates, Inc. Pension Trust sits by assets

Rose Associates, Inc. Pension Trust sits in the top quartile of all filed plans by assets, $27M for 28 participants (~$949,537/participant), down 20.3% in 2022.

#4,632
in Real Estate (5,057 peers)
-20.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose Associates, Inc. Pension Trust's outsized position by total assets

Rose Associates, Inc. Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,587,041 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rose Associates, Inc. Pension Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose Associates, Inc. Pension Trust is a small filing (28 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 132796845 · Rose Associates, Inc. PY 2022 · Defined Benefit (Pension)

Rose Associates, Inc. Pension Trust · $27M · 28 · 81st

  • VS-ST $27M
  • BOY 28
  • SCH 81st
  • EBSA Defined Benefit (Pension)
  • PART near Bowie-Cass Electric Cooperative, Inc. Retirement Plan
  • TYPE ind #4632

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in New York →

Rose Associates, Inc. Pension Trust in the asset neighbourhood

Tension Envelope Corporation Restated Retirement PlanTension Envelope Corporation…$27MRose Associates, Inc. Pension TrustRose Associates, Inc. Pensio…$27MBowie-Cass Electric Cooperative, Inc. Retirement PlanBowie-Cass Electric Cooperat…$27MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$27MElectralloy Salaried Employees Pension PlanElectralloy Salaried Employe…$27M
End-of-year total assets ($M) among Rose Associates, Inc. Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN132796845
Plan Effective Date1957-06-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Associates, Inc.)

Sponsor-wide plan assets over time

All Rose Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 21.91501142300451% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.1M $56.2M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $46M
2023 2 287 $52M
2024 2 328 $56M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rose Associates, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Rose Associates, Inc. Pension Trust, Total assets ($B): 0.026587041 · Participants: 28Rose Associates, Inc. Pension TrustIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Rose Associates, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rose Associates, Inc. Pension Trust side-by-side with 3 peers →

Rose Associates, Inc. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bowie-Cass Electric Cooperative, Inc. Retirement Plan in TX ($27M); by covered participants it is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rose Associates, Inc. Pension Trust assets move in 2022? ▼
Rose Associates, Inc. Pension Trust declined sharply - down 20.3% during 2022, from $33M to $27M. Reported net income was -$7M.
How have Rose Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Associates, Inc.'s sponsor-wide assets grew 21.9%, from $46M to $56M.
Where does Rose Associates, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Rose Associates, Inc. Pension Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rose Associates, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bowie-Cass Electric Cooperative, Inc. Retirement Plan in TX ($27M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rose Associates, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD (28 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132796845.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.